This continuing education webinar for CPAs, CFPs and other financial professionals dives deep into the economic fundamentals currently driving strategic portfolio decisions.
Jeff Brown, who spent three decades as an energy industry economist before going independent eight years ago, shares tools, techniques and insights gleaned from four decades of experience, including:
• LEI's underlying components
• A polynomial forecast of ISM's manufacturing new orders index
• Large-company CEO optimism, as a key behavioral indicato
• Expect a correction but not an end to the bull market
• 20X p/e multiple is the new-long term mean
Jeff agrees with Fritz Meyer view, that demographics will permanently drive low rates. He analyzes the same fundamental indicators as Fritz but focuses investment decisions on a strategic approach to business cycle investing.
Jeff started his independent consulting service eight years ago, when his wife, a CPA who evolved into a financial advisor, needed asset allocation advice for client portfolios. Jeff wants to know how to help you employ advanced analytical techniques for business-cycle investing.
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.
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Good, in-depth information but hard to stay focused with monotone. Possibly more back and forth conversation would help, or work on voice variety. It would help to have a tone when it's time to answer a question as if I"m writing notes, I may look up as it's sliding off-screen. Happens more than once.
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survey was not updated. You are using Fritz for Jeff and 5 scale with 10. Jeff was OK speaker.
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Good but the sound quality was a little hard to listen to.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.